EWM
VNQI icon

Evercore Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Evercore Wealth Management’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20
Closed -$1K – 781
2017
Q4 		$1K Buy
+20
New +$1.2K ﹤0.01% 905
2016
Q1 		– Sell
-610
Closed -$31K – 1020
2015
Q4 		$31K Hold
610
– – ﹤0.01% 682
2015
Q3 		$31K Hold
610
– – ﹤0.01% 664
2015
Q2 		$34K Hold
610
– – ﹤0.01% 702
2015
Q1 		$34K Buy
+610
New +$34K ﹤0.01% 681
2014
Q4 		– Sell
-610
Closed -$33K – 990
2014
Q3 		$33K Buy
+610
New +$35.5K ﹤0.01% 670

Other funds holding VNQI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return